ARS Investment Partners, LLC

CIK

733020

Location

New York, NY

Portfolio Value

Mid $1,862,420,889

Diversification

Diversified

Filing Date

Global Rank

#414 / 4,581 ▲ 865

Top Industry

Semiconductors 14.3%

3Y Alpha vs SPY

+18.0%

Period ended 38 days ago

Filed Jul 9, 2026 · 29d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+169.0%

SPY

+77.0%

Annualised alpha

+18.1%

Max drawdown

−22.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

138 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.3%

+2.8 pts

Top 5

29.6%

+3.2 pts

Top 10

45.5%

+2.1 pts

HHI

323

Diversified+28

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.2%	$767,760,774	26
Industrials	19.3%	$359,400,612	37
Basic Materials	12.8%	$237,834,307	15
Healthcare	8.9%	$166,270,647	13
Energy	8.0%	$149,900,990	9
Financial Services	5.4%	$100,008,147	10
Utilities	2.4%	$44,340,194	5
Consumer Defensive	0.6%	$11,066,580	4
Real Estate	0.4%	$8,184,885	2
Communication Services	0.4%	$6,862,922	8
Unclassified	0.4%	$6,586,289	6
Consumer Cyclical	0.2%	$4,204,542	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MP	MP Materials Corp. / DE	+275,109	295,089	$16,527,934
NVO	Novo Nordisk A S	+139,914	288,970	$13,853,221
AVAV	AeroVironment Inc	+122,225	187,576	$30,963,170
BWXT	BWX Technologies, Inc.	+73,515	109,004	$21,217,628
IBM	International Business Machines Corp	+67,187	102,737	$28,890,671
VST	Vistra Corp.	+57,073	248,037	$39,346,109
MPC	Marathon Petroleum Corp	+55,304	220,952	$56,490,797
EVLV	Evolv Technologies Holdings, Inc.	+50,528	97,583	$565,981
BX	Blackstone Inc.	+50,232	435,778	$51,277,997
CVX	Chevron Corp	+37,208	117,885	$19,540,617
TRAK	ReposiTrak, Inc.	+31,507	47,392	$426,528
VTSI	VirTra, Inc	+22,710	80,677	$253,325
BCHT	Birchtech Corp.	+13,100	64,200	$131,610
CODI	Compass Diversified Holdings	+7,643	60,899	$649,183
HPE	Hewlett Packard Enterprise Co	+7,263	292,653	$13,201,576
EPD	Enterprise Products Partners L.P.	+7,000	112,187	$4,123,994
CDRE	Cadre Holdings, Inc.	+3,902	16,221	$462,460
INFU	InfuSystem Holdings, Inc	+3,656	52,471	$506,345
GLNG	Golar Lng Ltd	+3,390	306,359	$15,268,932
CRH	Crh Public Ltd Co	+3,246	440,315	$47,113,705
BMY	Bristol Myers Squibb Co	+3,015	309,142	$17,812,762
CXT	Crane NXT, Co.	+2,676	7,835	$400,838
MATW	Matthews International Corp	+2,086	19,295	$519,421
ROCK	Gibraltar Industries, Inc.	+1,813	8,593	$387,544
AEP	American Electric Power Co Inc	+1,708	11,157	$1,526,389
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MS	Morgan Stanley	−176,978	6,679	$1,396,178
FCX	Freeport-Mcmoran Inc	−129,601	942,452	$59,270,806
NEM	NEWMONT Corp /DE/	−108,695	686,576	$64,126,198
MU	Micron Technology Inc	−102,152	128,151	$147,923,417
RTX	RTX Corp	−99,843	135,549	$25,717,711
WDC	Western Digital Corp	−69,157	122,731	$78,390,744
IDN	Intellicheck, Inc.	−45,138	49,013	$200,953
VRT	Vertiv Holdings Co	−33,189	132,402	$44,330,837
LRCX	Lam Research Corp	−29,568	355,425	$154,016,315
MIND	Mind Technology, Inc	−27,934	50,348	$237,642
STX	Seagate Technology Holdings plc	−24,566	32,635	$31,492,775
CLF	Cleveland-Cliffs Inc.	−9,860	213,362	$2,003,469
RELL	Richardson Electronics, Ltd.	−8,362	36,801	$699,587
CXDO	Crexendo, Inc.	−6,836	43,536	$325,213
BHVN	Biohaven Ltd.	−4,643	1,374,185	$20,447,872
CDNA	CareDx, Inc.	−3,000	74,235	$2,115,697
CMCSA	Comcast Corp	−2,789	120,745	$2,964,289
STLD	Steel Dynamics Inc	−2,106	62,429	$14,324,958
IBIT	iShares Bitcoin Trust ETF	−1,803	35,642	$1,186,522
LION	Lionsgate Studios Corp.	−1,653	33,500	$512,885
QXO	QXO, Inc.	−1,620	286,036	$4,942,702
TPCS	Techprecision Corp	−1,465	313,443	$1,642,441
AVGO	Broadcom Inc.	−1,152	120,754	$45,614,823
HRMY	Harmony Biosciences Holdings, Inc.	−1,120	17,085	$622,064
AAPL	Apple Inc.	−851	333,913	$96,621,065
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
CCJ	Cameco Corp	297,035	$30,255,985
APH	Amphenol Corp /De/	164,483	$29,001,642
RAL	Ralliant Corp	388,693	$28,619,465
ACN	Accenture plc	92,158	$11,468,141
SCCO	Southern Copper Corp/	64,540	$11,246,740
BAM	Brookfield Asset Management Ltd.	211,158	$9,470,436
B	Barrick Mining Corp	235,303	$8,642,679
BG	Bunge Global SA	59,158	$6,313,933
WATT	Energous Corp	19,507	$469,143
RDCM	Radcom Ltd	30,478	$429,739
ISSC	Innovative Solutions & Support Inc	20,973	$377,514
ONIT	Onity Group Inc.	8,411	$334,337
SATL	Satellogic Inc.	43,994	$251,645
EMR	Emerson Electric Co	1,619	$231,759
BWMN	Bowman Consulting Group Ltd.	7,553	$220,547
AVEX	AEVEX Corp.	10,072	$210,404
UAMY	United States Antimony Corp	17,700	$128,502
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	299,548	$86,120,461
AMZN	Amazon Com Inc	205,565	$42,813,022
SPY	Spdr S&P 500 ETF Trust	43,715	$28,429,613
CRM	Salesforce, Inc.	78,055	$14,570,526
KTOS	Kratos Defense & Security Solutions, Inc.	89,973	$6,343,996
FHB	First Hawaiian, Inc.	21,000	$517,440
ABT	Abbott Laboratories	4,515	$463,555
SPIR	Spire Global, Inc.	31,497	$396,232
OPTX	Syntec Optics Holdings, Inc.	56,330	$395,999
AZZ	Azz Inc	3,108	$388,904
GHM	Graham Corp	4,572	$360,822
BELFA	Bel Fuse Inc /Nj	1,445	$286,081
COLB	Columbia Banking System, Inc.	10,044	$275,506
PPIH	Perma-Pipe International Holdings, Inc.	8,831	$263,252
OXY	Occidental Petroleum Corp /De/	3,586	$233,090
DVN	Devon Energy Corp/De	4,590	$230,968
PKE	Park Aerospace Corp	8,303	$227,336
CLAR	Clarus Corp	80,624	$219,297
AON	Aon plc	645	$208,193
LILA	Liberty Latin America Ltd.	11,000	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

138 tracked positions · $1,862,420,889 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 138 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LRCX	Lam Research Corp Technology	Reduced	355,425	-29,568	$154,016,315	+87.2%	8.27%
MU	Micron Technology Inc Technology	Reduced	128,151	-102,152	$147,923,417	+90.1%	7.94%
AAPL	Apple Inc. Technology	Reduced	333,913	-851	$96,621,065	+13.7%	5.19%
WDC	Western Digital Corp Technology	Reduced	122,731	-69,157	$78,390,744	+51.0%	4.21%
GEV	GE Vernova Inc. Industrials	Added	63,765	+318	$74,914,947	+35.3%	4.02%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	686,576	-108,695	$64,126,198	−25.5%	3.44%
NVDA	Nvidia Corp Technology	Added	301,266	+1,502	$60,280,313	+15.3%	3.24%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	942,452	-129,601	$59,270,806	−5.9%	3.18%
MPC	Marathon Petroleum Corp Energy	Added	220,952	+55,304	$56,490,797	+39.7%	3.03%
ASND	Ascendis Pharma A/S Healthcare	Added	210,462	+1,006	$56,134,424	+17.2%	3.01%
BX	Blackstone Inc. Financial Services	Added	435,778	+50,232	$51,277,997	+15.7%	2.75%
PWR	Quanta Services, Inc. Industrials	Added	69,943	+347	$50,361,757	+31.8%	2.70%
CRH	Crh Public Ltd Co Basic Materials	Added	440,315	+3,246	$47,113,705	+2.5%	2.53%
AVGO	Broadcom Inc. Technology	Reduced	120,754	-1,152	$45,614,823	+20.9%	2.45%
VRT	Vertiv Holdings Co Industrials	Reduced	132,402	-33,189	$44,330,837	+6.8%	2.38%
BA	Boeing Co Industrials	Added	196,583	+1,252	$42,554,322	+9.5%	2.28%
VST	Vistra Corp. Utilities	Added	248,037	+57,073	$39,346,109	+37.1%	2.11%
ETN	Eaton Corp plc Industrials	Added	77,499	+521	$33,023,873	+19.9%	1.77%
STX	Seagate Technology Holdings plc Technology	Reduced	32,635	-24,566	$31,492,775	+40.5%	1.69%
AVAV	AeroVironment Inc Industrials	Added	187,576	+122,225	$30,963,170	+158.8%	1.66%
CCJ	Cameco Corp Energy	NEW	297,035	NEW	$30,255,985	NEW	1.62%
APH	Amphenol Corp /De/ Technology	NEW	164,483	NEW	$29,001,642	NEW	1.56%
IBM	International Business Machines Corp Technology	Added	102,737	+67,187	$28,890,671	+235.3%	1.55%
RAL	Ralliant Corp Technology	NEW	388,693	NEW	$28,619,465	NEW	1.54%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	45,484	+214	$28,361,093	−18.9%	1.52%
RTX	RTX Corp Industrials	Reduced	135,549	-99,843	$25,717,711	−43.4%	1.38%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	95,960	+825	$22,029,537	+6.9%	1.18%
BWXT	BWX Technologies, Inc. Industrials	Added	109,004	+73,515	$21,217,628	+192.4%	1.14%
BHVN	Biohaven Ltd. Healthcare	Reduced	1,374,185	-4,643	$20,447,872	+75.3%	1.10%
CVX	Chevron Corp Energy	Added	117,885	+37,208	$19,540,617	+17.1%	1.05%
BMY	Bristol Myers Squibb Co Healthcare	Added	309,142	+3,015	$17,812,762	−4.1%	0.96%
TRGP	Targa Resources Corp. Energy	Added	66,348	+335	$17,790,552	+7.5%	0.96%
MP	MP Materials Corp. / DE Basic Materials	Added	295,089	+275,109	$16,527,934	+1614.1%	0.89%
GLNG	Golar Lng Ltd Energy	Added	306,359	+3,390	$15,268,932	−6.9%	0.82%
AMAT	Applied Materials Inc /De Technology	Reduced	20,906	-140	$15,115,038	+110.1%	0.81%
JNJ	Johnson & Johnson Healthcare	Added	58,958	+443	$14,973,563	+4.7%	0.80%
STLD	Steel Dynamics Inc Basic Materials	Reduced	62,429	-2,106	$14,324,958	+23.3%	0.77%
NVO	Novo Nordisk A S Healthcare	Added	288,970	+139,914	$13,853,221	+152.9%	0.74%
BLK	BlackRock, Inc. Financial Services	Added	13,821	+177	$13,289,720	+1.3%	0.71%
HPE	Hewlett Packard Enterprise Co Technology	Added	292,653	+7,263	$13,201,576	+94.3%	0.71%
ACN	Accenture plc Technology	NEW	92,158	NEW	$11,468,141	NEW	0.62%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	22,391	-509	$11,403,960	−27.0%	0.61%
SCCO	Southern Copper Corp/ Basic Materials	NEW	64,540	NEW	$11,246,740	NEW	0.60%
ADI	Analog Devices Inc Technology	Added	26,261	+7	$10,430,081	+24.9%	0.56%
BAM	Brookfield Asset Management Ltd. Financial Services	NEW	211,158	NEW	$9,470,436	NEW	0.51%
B	Barrick Mining Corp Basic Materials	NEW	235,303	NEW	$8,642,679	NEW	0.46%
CCI	Crown Castle Inc. Real Estate	Added	103,744	+690	$7,856,533	−6.2%	0.42%
PAAS	Pan American Silver Corp Basic Materials	Added	172,015	+299	$7,704,551	−17.9%	0.41%
ABBV	AbbVie Inc. Healthcare	Reduced	28,118	-30	$7,075,613	+15.6%	0.38%
BG	Bunge Global SA Consumer Defensive	NEW	59,158	NEW	$6,313,933	NEW	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.